Base: $70,000 cad; variable: commission based earn...
Comprehensive financial planning expertise
Client relationship management skills
Business development and networking
The role involves identifying client life and financial goals to provide comprehensive reviews and build long-term relationships through financial planning expertise
Job Summary
The role involves identifying client life and financial goals to provide comprehensive reviews and build long-term relationships through financial planning expertise.
TD Wealth offers a sophisticated approach to wealth planning with a focus on delivering personalized advice and solutions to mass affluent investing clients.
The position includes opportunities for growth, skill development, and competitive compensation including base salary and commission-based earnings.
Matching Summary
The role involves identifying client life and financial goals to provide comprehensive reviews and build long-term relationships through financial planning expertise.
Salary
Base: $70,000 CAD; Variable: Commission based earnings; Benefits: Health, well-being, retirement programs, paid time off
Skills & Requirements
Must-have
Comprehensive financial planning expertise
Client relationship management skills
Business development and networking
Risk management and control culture
High value sales experience
Nice-to-have
Entrepreneurial spirit for prospecting
Mentorship and team leadership abilities
Deep understanding of economic market issues
Collaborative independent work style
Key Requirements
Financial planner diploma from IPF required prior to start
Canadian Securities Course or CFA Level 1 required prior to start